JIM
GWR

Jupiter Investment Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Jupiter Investment Management’s Portfolio GWR Stock Details GWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,000
Closed -$347K – 503
2016
Q4 		$347K Buy
+5,000
New +$357K 0.01% 293
2015
Q1 		– Sell
-7,000
Closed -$629K – 445
2014
Q4 		$629K Sell
7,000
-6,100
-47% -$564K 0.02% 288
2014
Q3 		$1.25M Buy
+13,100
New +$1.3M 0.06% 214

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jupiter Investment Management's GWR Position: Q1 2017 in Review

Jupiter Investment Management sold out of Genesee & Wyoming Inc. (GWR) in Q1 2017, closing a stake of 5,000 shares — an estimated $347K sold.

Jupiter Investment Management first reported a position in GWR in Q3 2014 and held it in 3 quarters. The position peaked at $1.25M in Q3 2014. 287 funds tracked by Wall St. Rank hold GWR as of Q1 2017.

  • Jupiter Investment Management reported no remaining Genesee & Wyoming Inc. position as of Q1 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 5,000 Genesee & Wyoming Inc. shares in Q1 2017, an estimated $347K.
  • Jupiter Investment Management first reported a position in Genesee & Wyoming Inc. in Q3 2014 and held it in 3 quarters.
  • Jupiter Investment Management's Genesee & Wyoming Inc. position peaked at $1.25M in Q3 2014.
  • 287 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2017.

Based on Jupiter Investment Management's 13F filing for Q1 2017, filed 27 Apr 2017.